Kore Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-984
| Closed | -$12K | – | 927 |
|
|
2020
Q2 | $12K | Hold |
984
| – | – | ﹤0.01% | 755 |
|
|
2020
Q1 | $10K | Hold |
984
| – | – | ﹤0.01% | 695 |
|
|
2019
Q4 | $13K | Buy |
+984
| New | +$13K | ﹤0.01% | 705 |
|
|
2019
Q2 | – | Sell |
-348
| Closed | -$4K | – | 681 |
|
|
2019
Q1 | $4K | Hold |
348
| – | – | ﹤0.01% | 806 |
|
|
2018
Q4 | $3K | Buy |
+348
| New | +$3K | ﹤0.01% | 777 |
|